Online Help | Web App

Report List widgets

Introduced in 2026

A Report List widget displays a list of printable reports and allows opening these reports for viewing, printing, or exporting directly from the dashboard.

To configure a Report List widget:

  1. Open a dashboard.

  2. Click Customize Dashboard in the upper-right corner. The widget library opens.

  3. To create a new widget:

    1. Click Actions (three dots).

    2. Select New Widget > Report List.

  4. On the Settings tab, configure:

    • Title: Name displayed on dashboards and in the widget library.

    • Views > Add: Select reports to appear in the widget.

      For each selected report, you can configure a custom caption, if needed.

  5. Drag reports to change their display order.

  6. On the Sharing tab, choose who can access the widget:

    • Only me: Keeps the widget private and visible only to you.

    • Everyone: Makes the widget visible to all users.

    • Specific people or groups: Shares the widget with selected users and/or groups.

  7. Save the widget.

    The widget is now available to add to dashboards.

For general widget management tasks, see Managing dashboards widgets.